For accountants, solicitors and consultants
Get back the hours you cannot bill.
Intake, document chasing, diary juggling and fee reminders all have to happen and none of it goes on a timesheet. Kaer does that work, and anything a client will read waits for you first.
The practice work Kaer takes on
Most firms start with intake or document chasing: lots of hours, very little judgement.
New client intake
Sends the engagement letter and the onboarding checklist, chases what is missing, and files what comes back in the client's folder.
Waits for you: the engagement letter and every client email.
Chasing documents
Knows what is still outstanding for each client, asks again at the interval you set, and tells you what is missing before a deadline.
Waits for you: each chaser, unless you let routine ones go automatically.
Deadlines and renewals
Watches filing dates, reviews and insurance or certification renewals, and warns you weeks ahead rather than the week they are due.
Waits for you: nothing. It reads and reports.
Booking consultations
Offers times that fit around your chargeable work, books the one the client picks and sends a reminder the day before.
Waits for you: the replies to the client.
Monthly client packs
Assembles the same report the same way each month and drafts the commentary for you to correct.
Waits for you: the pack, before it is sent.
Unpaid fees
Reminds clients about overdue fee notes on a polite schedule you choose, and flags the ones that need a call from you.
Waits for you: every reminder.
How you stay in control
Email, Slack and social posts
Kaer drafts and you approve or edit before anything goes out from Kaer Mail, Gmail, Slack or a social account. If you want, you can let routine replies go automatically.
Payments
A click its browser recognises as a payment is held until you approve it.
A record of every task
Each task keeps the steps it took and the tools it used, so you can see how a result was reached.
Access you can take back
You connect each tool yourself and can revoke any one connection without touching the others.
Hand over the chasing, keep the judgement.
Starting is free and needs no card.